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Practice system: MYOB AE or BMS

MYOB AE firmsFor: AdminAccess: Admin

What changes when the firm keeps money in MYOB AE.

Settings > MYOB AE has two cards.

Press Edit on Practice System and choose:

  • MYOB AE: BMS runs beside MYOB Accountants Enterprise. Time and Unbilled offer Export for MYOB, and Import Workbook takes the firm’s workbooks every week.
  • BMS: BMS runs on its own. Work, time and billing are all entered in BMS, there is no Export for MYOB, and Import Workbook is a one-time migration.
The Practice System card being edited, with a Practice System selector set to MYOB AE and Cancel and Save.
Choosing the practice system.

Press Edit on MYOB AE and tick Read WIP, billing and debtors from MYOB AE, then choose the Reader.

The MYOB AE card being edited: Read WIP, billing and debtors from MYOB AE ticked, and a Reader selector.
Reading WIP, billing and debtors from MYOB AE.

When it is on:

  • Billing shows MYOB AE’s WIP, bills and debtors, and BMS raises no invoices of its own.
  • A contact’s Time & Budget and Billing tabs, Analytics and the ATO lodgement report all show MYOB AE’s figures.
  • Time entered in BMS is still time, but it is not WIP until it reaches MYOB AE.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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